P

G

Updates

At Smart Service, we work tirelessly to deliver the best possible software experience for our customers. This means incorporating user feedback and continually responding to industry trends. Every quarter, we release a major update that expands the functionality and features of Smart Service and iFleet. To browse a list of these additions, read on! To update your software to take advantage of these changes, click here.
Download the Latest Version
To install a Smart Service update, you must be up to date on Support payments.

To renew a lapsed Support plan (or for help installing an update), contact us at 1-888-518-0818 or click the button below.

Still on Desktop?

This is Cloud.

Mission Control
It finds the open slot and catches the double-booking.
Cloud, anywhere
Your board, on your phone, from anywhere.
Ask your business anything
Ask it in plain English. It answers from your live data — no report to build.
Collection Management
Every open invoice ranked by the money most at risk.
Customer Portal
Customers book, sign and pay themselves.
Price Books
The vendor’s catalog, right on the quote.
See what you’re missing
NIGHT VISION
Address412 Oak Ave
SkillHVAC · Tech II
Duration2 hours
WhenThis week
Find the best openings
TOP 5 · SCORED OUT OF 100
Tue 10:00 · Jay94
Wed 8:00 · Pat88
Tue 2:30 · Mary81
Thu 9:00 · Jay76
Fri 1:00 · Pat70
Schedule ItScheduled · Tue 10:00
Watching for better slots
PatJayMary
No Heat10:30Tune Up10:30Estimate2:00
Repair8:00Install1:30
PM Visit8:30Duct Work11:30Water Heater2:00
INTELLIGENCE● LIVE
CRITICALPat is double-booked at 10:30.
View
IMPORTANT90-min gap on Jay's route. 2 Unassigned List jobs fit.
Preview
OPPORTUNITY36 Unassigned List jobs fit this week's routes.
Schedule
Smart Service · Live
J
No Heat
2:30
Reports · Revenue by month
Booked this week—128
Open quotes—17
Dana R.
Can someone come Tuesday?
Tue 9–11 works. Reply C to confirm.
C
✓ Confirmed
Office
Kitchen table
Bleachers
One system. Every screen. Live.
InvoicesLast quarter
Which service types lost money last quarter?
Reading 1,284 invoices…
Duct cleaning ran −8% on 14 jobs. Labor averaged 2 hrs over estimate.
Margin by service typeLast quarter · 1,284 invoices
31%Maintenance
24%Repair
17%Install
−8%Duct Cleaning
Open invoices
$312 · Furnace repairDue Friday · Oak Ave
Pay withCard or bank
Pay $312Paid
Quote
Quote #2210New water heater
Deposit due · $150
SIGN HERE
Approve & signApproved
$150 deposit paid
Book a visit
Fall tune-upPick a time that works
Tue · 8–10 am
Wed · 8–10 am
Wed · 1–3 pm
Book itYou're booked · Wed 8–10
Your visits
Mar 3 · Furnace repairInvoicePhotos
Nov 12 · Fall tune-upInvoiceReport
Jun 2 · A/C installInvoicePhotos
Customer portal
Pay invoices by card or bank
Approve, sign, and pay the deposit
Book the next visit
See every visit and document
Work Order #5531 · Oak Ave
ItemsTools ▾
Price Book
Labor · 2 hr
2-Ton Condenser$1,240
Create POPO #118 created
HSHVAC Supply Co.Price Book
Air conditioners › Condensers
Condensers
Air handlers
Thermostats
Compressors
2-Ton Condenser · 16 SEER

Outdoor unit · 208/230V · 2-stage

$1,240
Product page · Video · Expand image
Qty1Add itemAdded

Update 97: Expanded Color Coding, Seasonal Recurrence Patterns

The final release of 2016, Update 97 adds a plethora of new features to Smart Service and iFleet. Watch the video to see them in action and read about each addition below!

read more

Update 96: iFleet Estimates, Pausing Jobs, New Phone Call Screen

Released on September 29, 2016, Update 96 adds many hotly-anticipated features to Smart Service and iFleet. Most notably, iFleet estimates have arrived!

read more

Update 95: Job Profitability Reporting, iFleet Purchase Orders

Released on June 30, 2016, Update 95 brings job profitability reporting to Smart Service and purchase orders to iFleet. Read about these and the other version 95 updates below.

read more

Update 94: Revamped Purchase Orders, Job Exceptions, Report Templates

The final release of 2016, Update 97 adds a plethora of new features to Smart Service and iFleet. Watch the video to see them in action and read about each addition below!

read more